Sr Account Executive
Atlanta, GA ยท On-site
We unite digital banking, account opening, and branch solutions that power and connect digital banking, account opening, and branch solutionscreating seamless engagement across digital, remote, and ...
Atlanta, GA ยท On-site
We unite digital banking, account opening, and branch solutions that power and connect digital banking, account opening, and branch solutionscreating seamless engagement across digital, remote, and ...
Atlanta, GA ยท On-site
We unite digital banking, account opening, and branch solutions that power and connect digital banking, account opening, and branch solutionscreating seamless engagement across digital, remote, and ...
Napa, CA ยท On-site
... Opening Report (PPS) to provide a mechanism for branches to amend identity theft/fraud concerns. o Partner with branches during the new account opening process to address high-risk prospective ...
New
Napa, CA ยท On-site
... Opening Report (PPS) to provide a mechanism for branches to amend identity theft/fraud concerns. o Partner with branches during the new account opening process to address high-risk prospective ...
New
... Opening Report (PPS) to provide a mechanism for branches to amend identity theft/fraud concerns. o Partner with branches during the new account opening process to address high-risk prospective ...
New
Quick apply
... Opening Report (PPS) to provide a mechanism for branches to amend identity theft/fraud concerns. o Partner with branches during the new account opening process to address high-risk prospective ...
New
Complete account opening activities by obtaining account numbers, establishing accounts in CSS, setting up statements and variable payout ticklers, coordinating electronic access requests with ...
Complete account opening activities by obtaining account numbers, establishing accounts in CSS, setting up statements and variable payout ticklers, coordinating electronic access requests with ...
Support Sales and Client Relationship team to onboard clients for Deposit Account Opening * Work with the KYC Team to collect required client documents for periodic reviews, following global ...
Support Sales and Client Relationship team to onboard clients for Deposit Account Opening * Work with the KYC Team to collect required client documents for periodic reviews, following global ...
Williamsfield, IL ยท On-site
$17 - $19/hr
Do you have cash handling, customer service, or bank teller and new account opening experience? Are you looking for full-time employment with a local, community focused bank where the people are the ...
Williamsfield, IL ยท On-site
$17 - $19/hr
Do you have cash handling, customer service, or bank teller and new account opening experience? Are you looking for full-time employment with a local, community focused bank where the people are the ...
Peoria, IL ยท On-site
$17.75 - $22/hr
Do you have cash handling, customer service, or bank teller and new account opening experience? Are you looking for employment with a local, community focused bank where the people are the difference?
Peoria, IL ยท On-site
$17.75 - $22/hr
Do you have cash handling, customer service, or bank teller and new account opening experience? Are you looking for employment with a local, community focused bank where the people are the difference?
Peoria, IL ยท On-site
$17 - $19/hr
Do you have cash handling, customer service, or bank teller and new account opening experience? Are you looking for full-time employment with a local, community focused bank where the people are the ...
Peoria, IL ยท On-site
$17 - $19/hr
Do you have cash handling, customer service, or bank teller and new account opening experience? Are you looking for full-time employment with a local, community focused bank where the people are the ...
Farmington, IL ยท On-site
$17 - $19/hr
Do you have cash handling, customer service, or bank teller and new account opening experience? Are you looking for full-time employment with a local, community focused bank where the people are the ...
Farmington, IL ยท On-site
$17 - $19/hr
Do you have cash handling, customer service, or bank teller and new account opening experience? Are you looking for full-time employment with a local, community focused bank where the people are the ...
Farmington, IL ยท On-site
$17.25 - $21.50/hr
Do you have cash handling, customer service, or bank teller and new account opening experience? Are you looking for employment with a local, community focused bank where the people are the difference?
Farmington, IL ยท On-site
$17.25 - $21.50/hr
Do you have cash handling, customer service, or bank teller and new account opening experience? Are you looking for employment with a local, community focused bank where the people are the difference?
Williamsfield, IL ยท On-site
$17.50 - $21.75/hr
Do you have cash handling, customer service, or bank teller and new account opening experience? Are you looking for employment with a local, community focused bank where the people are the difference?
Williamsfield, IL ยท On-site
$17.50 - $21.75/hr
Do you have cash handling, customer service, or bank teller and new account opening experience? Are you looking for employment with a local, community focused bank where the people are the difference?
Somerset, PA ยท On-site
$16 - $21.75/hr
Summary This position is responsible for oversight of the New Deposit Account opening process for Somerset Trust Company. This role also entails being knowledgeable of the deposit account products of ...
Somerset, PA ยท On-site
$16 - $21.75/hr
Summary This position is responsible for oversight of the New Deposit Account opening process for Somerset Trust Company. This role also entails being knowledgeable of the deposit account products of ...
Knowledge and understanding of account opening processes and KYC/AML rules and regulations for various account types including bank and brokerage accounts. * Demonstrate strong analytical, problem ...
Knowledge and understanding of account opening processes and KYC/AML rules and regulations for various account types including bank and brokerage accounts. * Demonstrate strong analytical, problem ...
$100K - $135K/yr
The Analyst will act in the dual role as administrator & release engineer for the online account opening application platform and also serve as a support engineer/technical liaison between the ...
$100K - $135K/yr
The Analyst will act in the dual role as administrator & release engineer for the online account opening application platform and also serve as a support engineer/technical liaison between the ...
You will execute trades, support account opening and ongoing maintenance across brokerage and advisory accounts, and provide RIA administrative support. You'll also coordinate select client service ...
You will execute trades, support account opening and ongoing maintenance across brokerage and advisory accounts, and provide RIA administrative support. You'll also coordinate select client service ...
Chicago, IL ยท Hybrid
$65K - $75K/yr
Respond to incoming client and sales inquiries regarding issues with the online account application and/or documentation requirements for account opening. * Assist processing teams with client ...
Chicago, IL ยท Hybrid
$65K - $75K/yr
Respond to incoming client and sales inquiries regarding issues with the online account application and/or documentation requirements for account opening. * Assist processing teams with client ...
Plymouth, MA ยท On-site
$20.75 - $28.25/hr
Process all accounts opened online. * Scan, index and verify all paperwork to the Doc Viewer system. * Monitor all Contact Notes and process accordingly. * These include combined statement requests ...
Plymouth, MA ยท On-site
$20.75 - $28.25/hr
Process all accounts opened online. * Scan, index and verify all paperwork to the Doc Viewer system. * Monitor all Contact Notes and process accordingly. * These include combined statement requests ...
$20.75 - $28.25/hr
Process all accounts opened online. * Scan, index and verify all paperwork to the Doc Viewer system. * Monitor all Contact Notes and process accordingly. * These include combined statement requests ...
$20.75 - $28.25/hr
Process all accounts opened online. * Scan, index and verify all paperwork to the Doc Viewer system. * Monitor all Contact Notes and process accordingly. * These include combined statement requests ...
Woburn, MA ยท On-site
$22.60 - $33.65/hr
Review, verify, and process online account opening applications accurately and within defined service-level agreements (SLAs) * Perform customer due diligence KYC and AML checks in accordance with ...
Woburn, MA ยท On-site
$22.60 - $33.65/hr
Review, verify, and process online account opening applications accurately and within defined service-level agreements (SLAs) * Perform customer due diligence KYC and AML checks in accordance with ...
Plymouth, MA ยท On-site
$20.75 - $28.25/hr
Process all accounts opened online. * Scan, index and verify all paperwork to the Doc Viewer system. * Monitor all Contact Notes and process accordingly. * These include combined statement requests ...
Plymouth, MA ยท On-site
$20.75 - $28.25/hr
Process all accounts opened online. * Scan, index and verify all paperwork to the Doc Viewer system. * Monitor all Contact Notes and process accordingly. * These include combined statement requests ...
$29.5K - $36.5K
5% of jobs
$36.5K - $43.4K
11% of jobs
$47.6K is the 25th percentile. Wages below this are outliers.
$43.4K - $50.4K
15% of jobs
$50.4K - $57.3K
14% of jobs
The median wage is $60K / yr.
$57.3K - $64.3K
14% of jobs
$64.3K - $71.2K
12% of jobs
$75.1K is the 75th percentile. Wages above this are outliers.
$71.2K - $78.2K
9% of jobs
$78.2K - $85.1K
7% of jobs
$85.1K - $92.1K
6% of jobs
$92.1K - $99K
4% of jobs
$99K - $106K
3% of jobs
$29.5K
$65.8K
$106K
| Aspect | Account Opening | Customer Service Representative |
|---|---|---|
| Primary Role | Assist clients in opening new accounts, verifying documents, and completing onboarding processes. | Handle customer inquiries, resolve issues, and provide support across various banking services. |
| Required Credentials | Basic banking knowledge, customer verification skills, sometimes certifications in banking or finance. | Strong communication skills, problem-solving, and customer service experience. |
| Work Environment | Bank branches, onboarding centers, or online platforms. | Bank branches, call centers, or online support channels. |
| Employer & Industry Usage | Financial institutions, banks, credit unions. | Financial institutions, banks, customer service centers. |
While both roles involve interacting with customers, Account Opening focuses on onboarding new clients and verifying their information, whereas Customer Service Representatives handle ongoing support and issue resolution. Understanding these differences helps job seekers target the right roles within the banking industry.

Full-time
Posted 7 days ago
divh2Candescent Sales Account Executive/h2pCandescent is a forward-thinking technology company transforming how financial institutions deliver Intelligent Banking experiences. We unite digital banking, account opening, and branch solutions that power and connect digital banking, account opening, and branch solutionscreating seamless engagement across digital, remote, and in-person channels./ppOur Experience-Led, Intelligence-Driven approach combines human-centered design with data, automation, and cloud-based innovation. Built on an API-first architecture, our extensible ecosystem enables institutions to adapt quickly, integrate easily, and unlock new opportunities for growthturning every customer interaction into a moment of clarity, confidence, and connection./ph3Job Summary:/h3pThe Executive Sales in Banking Teller and Core Banking Solutions is responsible for providing expertise and support during the Sales Process.
This role focuses on understanding the requirements of banking institutions, particularly in the teller operations and core banking domains, and effectively communicating how the proposed solutions can meet their specific needs. The specialist will collaborate closely with the technical team, product managers, and customers to deliver compelling demonstrations, presentations, and technical consultation to drive successful sales outcomes./ph3Key Responsibilities:/h3ulliSolution Understanding: Gain in-depth knowledge of banking teller operations and core banking solutions, including their functionality, integration capabilities, and technical requirements./liliSales Responsibility: Collaborate with the technical team to identify customer requirements, tailor product demonstrations, and presentations to highlight the value proposition of the solutions for banking institutions./liliConsultative Selling: Engage with potential customers to understand their pain points, challenges, and objectives, and provide expert guidance on how the proposed solutions can address their specific needs effectively./liliProduct Demonstrations: Develop and deliver compelling demonstrations of the banking teller and core banking solutions, highlighting their features, benefits, and how they align with the customers requirements./liliSales Expertise: Serve as the go-to person for the client between technical queries and concerns related to the banking teller and core banking solutions, both internally and externally. Provide accurate and timely responses to inquiries, addressing customer challenges or limitations effectively./liliSolution Customization: Collaborate with product managers and development teams to identify customization requirements and ensure that proposed solutions align with customer expectations./liliProposal Development: Assist in creating detailed proposals, including technical specifications, implementation timelines, and cost estimates, to support the sales process and win new business./liliCompetitive Analysis: Stay informed about the competitive landscape, industry trends, and emerging technologies in the banking domain, providing insights to the sales team and contributing to the development of strategic sales plans./liliRelationship Building: Build and maintain strong relationships with key stakeholders, including customers, partners, and internal teams, fostering trust and confidence in the solutions and the organizations capabilities./liliMarket Intelligence: Continuously monitor market dynamics, customer feedback, and industry regulations to identify opportunities for product enhancements or new offerings./li/ulh3Qualifications and Skills:/h3p- Bachelors degree in computer science, information technology, or a related field desirable.
A masters degree is a plus./pp- Solid understanding of banking operations, specifically teller processes and core banking systems./pp- Proven experience in Sales, solution consulting, or a similar customer-facing role in the banking or financial services industry./pp- Familiarity with core banking solutions, teller systems, and related technologies such as APIs, data integration, and security./pp- Strong presentation, communication, and people skills, with the ability to articulate complex technical concepts to both technical and non-technical audiences./pp- Excellent problem-solving abilities and the capacity to understand customer requirements and propose suitable solutions./pp- Initiative-taking, proactive, and able to work effectively in a fast-paced, dynamic environment./pp- Demonstrated ability to collaborate with cross-functional teams and manage multiple priorities simultaneously./pp- Up-to-date knowledge of industry trends, competitive offerings, and regulatory requirements in the banking sector./ppNote: This job role description is a general outline and may vary depending on the organizations specific requirements and the scope of the role./p/div